Curi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Curi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$262,300
-39.9%
2,500
-37.6%
0.04%
-32.2%
Q2 2023$436,302
-79.8%
4,008
-82.8%
0.06%
-81.0%
Q1 2023$2,158,112
+141.1%
23,253
+93.5%
0.31%
+146.0%
Q4 2022$895,279
-35.8%
12,019
-36.8%
0.13%
-45.5%
Q3 2022$1,395,000
-8.8%
19,020
-0.6%
0.23%
-21.4%
Q2 2022$1,530,000
-9.9%
19,134
+16.1%
0.29%0.0%
Q1 2022$1,698,000
-0.1%
16,481
+11.4%
0.29%
+0.3%
Q4 2021$1,699,000
+20.4%
14,797
+6.1%
0.29%
-54.9%
Q3 2021$1,411,000
+35.2%
13,942
+32.6%
0.65%
+23.9%
Q2 2021$1,044,000
+48.7%
10,511
+31.3%
0.52%
+17.8%
Q1 2021$702,000
+24.2%
8,005
+20.4%
0.44%
+8.8%
Q4 2020$565,0006,6510.41%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders